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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
226
Heartwood Wealth Advisors
Virginia
$302K – – –
PPW
227
Pasadena Private Wealth
California
$270K +$269K +2,662 New
CCC
228
Compass Capital Corp
Massachusetts
$267K +$268K +2,645 New
MA
229
MCF Advisors
Kentucky
$259K +$2.53K +25 +1%
DWA
230
Delos Wealth Advisors
Texas
$257K -$538K -5,319 -68%
BAM
231
BOS Asset Management
Illinois
$254K +$1.52K +15 +0.6%
1WA
232
180 Wealth Advisors
Washington
$253K – – –
ATC
233
Argent Trust Co
Tennessee
$253K – – –
CWAF
234
Core Wealth Advisors (Florida)
Florida
$251K +$50.1K +495 +25%
VP
235
Verum Partners
North Carolina
$250K +$1.52K +15 +0.6%
NSIM
236
North Star Investment Management
Illinois
$249K – – –
LWM
237
Lodestone Wealth Management
Washington
$248K – – –
EWM
238
Elevatus Welath Management
New York
$247K +$247K +2,442 New
AFA
239
Amicus Financial Advisors
Texas
$247K – – –
IA
240
IFG Advisory
Georgia
$246K +$245K +2,425 New
MGIA
241
Moneta Group Investment Advisors
Missouri
$244K -$24.8K -245 -9%
PP
242
PDS Planning
Ohio
$243K +$1.62K +16 +0.7%
FGA
243
Fortis Group Advisors
New Jersey
$242K +$1.11K +11 +0.5%
RPGK
244
Retirement Planning Group (Kansas)
Kansas
$241K – – –
SCM
245
SCS Capital Management
Massachusetts
$240K – – –
WTA
246
Washington Trust Advisors
Massachusetts
$238K +$13K +129 +6%
FT
247
Fiduciary Trust
Massachusetts
$236K +$235K +2,325 New
VA
248
Valmark Advisers
Ohio
$233K – – –
LFA
249
Level Financial Advisors
New York
$232K – – –
BFO
250
Boston Family Office
Massachusetts
$228K – – –
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